Steve was recognized by Forbes in 2019* as one of the top financial advisors in Ohio. His financial services career began in 2002 when he formed a team that focuses on the financial well-being of retirees, multigenerational families and closely held businesses. Today, he’s proud of the many long-lasting relationships he’s formed with his clients as he’s helped them plan for their financial goals.
Steve’s team helps families by focusing on five core strategies: wealth preservation, cash flow maximization, tax efficiency, legacy planning and philanthropy. The team assists businesses with a range of needs including banking, business transition planning and capital markets. Whoever the client may be, Steve and his team are committed to providing truly comprehensive wealth management.
Before joining Raymond James in 2019, Steve was a branch manager and senior vice president, wealth management, with UBS. He has attained the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. He also holds Series 7, 9, 10, 33 and 66 and life and health insurance licenses. Steve graduated from the University of Phoenix with a Master of Business Administration and from the University of Colorado with a Bachelor of Arts.
Steve is a former board member of the Association for Corporate Growth and the YMCA of Central Ohio. He is also an active member of the Conway Family Business Center, The ESOP Association and the National Center for Employee Ownership.
Steve is a resident of Columbus, Ohio. He has two children: Olivia, a student at Ohio University, and Max, who attends the University of Kentucky. On weekends, Steve’s family enjoys watching Max compete in cross country and track meets.
*The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those who encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 29,334 advisors nominated by their firms, 3,477 received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of an individual client’s experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.
2018: roughly 21,138 advisors nominated by their firms, 2,213 received the award.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.